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Ft Vest Us Eq Max Buf Jul (JULM) Institutional Ownership

$31.68 +0.05 (+0.16%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Jul (NYSEARCA:JULM)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.28M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$119.40K
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JULM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Jul Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Mutual Advisors LLC19,514$616K0.0%-4.9%0.000%
1/14/2025 Signal Advisors Wealth LLC9,825$309K0.0%-22.2%0.000%
11/18/2024Arete Wealth Advisors LLC14,550$452K0.0%N/A0.000%
11/15/2024MML Investors Services LLC8,103$252K0.0%N/A0.000%
11/15/2024Glen Eagle Advisors LLC24,725$770K0.1%N/A0.000%
11/15/2024Jane Street Group LLC15,312$477K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC6,500$202K0.0%N/A0.000%
11/13/2024Townsquare Capital LLC17,282$538K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC1,644$51K0.0%N/A0.000%
11/5/2024Nations Financial Group Inc. IA ADV11,222$349K0.0%N/A0.000%
10/29/2024Clear Creek Financial Management LLC15,839$493K0.1%N/A0.000%
10/25/2024Creekmur Asset Management LLC4,414$137K0.0%N/A0.000%
10/24/2024 Arkadios Wealth Advisors11,288$352K0.0%N/A0.000%
10/17/2024 Madrona Financial Services LLC6,580$205K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

JULM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULM shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Jul. The most heavily invested institutionals were Glen Eagle Advisors LLC ($770K), Mutual Advisors LLC ($616K), Townsquare Capital LLC ($538K), Clear Creek Financial Management LLC ($493K), Jane Street Group LLC ($477K), Arete Wealth Advisors LLC ($452K), and Arkadios Wealth Advisors ($352K).Learn more on JULM's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Jul stock?

Of the 12 institutional investors that purchased Ft Vest Us Eq Max Buf Jul stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Glen Eagle Advisors LLC ($24.73K), Townsquare Capital LLC ($17.28K), Clear Creek Financial Management LLC ($15.84K), Jane Street Group LLC ($15.31K), Arete Wealth Advisors LLC ($14.55K), Arkadios Wealth Advisors ($11.29K), and Nations Financial Group Inc. IA ADV ($11.22K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Jul?

Institutional investors have bought a total of 137,459 shares in the last 24 months. This purchase volume represents approximately $4.28M in transactions.

Which Ft Vest Us Eq Max Buf Jul major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eq Max Buf Jul stock in the last 24 months: Signal Advisors Wealth LLC ($2.80K), and Mutual Advisors LLC ($1K).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Jul?

Institutional investors have sold a total of 3,799 shares in the last 24 months. This volume of shares sold represents approximately $119.40K in transactions.



This page (NYSEARCA:JULM) was last updated on 1/22/2025 by MarketBeat.com Staff
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